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Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are TDSC, BIL, IVV, CLSM, TDSB, and represent 25.06% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: CLSM (+$76M), SHV (+$51M), BIL (+$44M), QUAL (+$44M), IVV (+$33M), IUSB (+$33M), XLK (+$23M), CLSC (+$18M), SPY (+$14M), AGG (+$14M).
Started 106 new stock positions in IFF, SLYG, TJX, SCHG, SPIP, NIC, SMG, VCR, ABR, LRCX.
Reduced shares in these 10 stocks: CLSA (-$113M), TDSC (-$112M), TDSD (-$43M), TDSB (-$38M), VGSH (-$28M), TDSE (-$27M), ESGU (-$25M), RPHS (-$21M), SHY (-$13M), SGOV (-$13M).
Sold out of its positions in AVIE, ANET, BCE, BKT, DSU, CMP, SOXL, DOCU, Ecoark Hldgs, ECF.
Foundations Investment Advisors was a net buyer of stock by $148M.
Foundations Investment Advisors has $3.0B in assets under management (AUM), dropping by 7.97%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 573 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Foundations Investment Advisors has 573 total positions. Only the first 250 positions are shown.

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Download the Foundations Investment Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	9.2	$279M	-28%	13M	22.37	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	4.9	$147M	+42%	1.6M	91.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$126M	+35%	283k	445.71	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	3.5	$106M	+259%	5.2M	20.28	View chart
Exchange Listed Fds Tr Cabana Target 7 (TDSB)	3.3	$99M	-27%	4.7M	21.09	View chart
Ishares Tr Core Total Usd (IUSB)	3.1	$94M	+54%	2.1M	45.47	View chart
Ishares Tr Short Treas Bd (SHV)	3.0	$91M	+128%	820k	110.45	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	2.8	$83M	-20%	9.4M	8.89	View chart
Exchange Listed Fds Tr Cabana Target 13 (TDSD)	2.4	$71M	-37%	3.2M	22.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$70M	+168%	517k	134.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.9	$57M	-32%	994k	57.73	View chart
Select Sector Spdr Tr Technology (XLK)	1.9	$56M	+71%	323k	173.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$46M	+39%	480k	95.41	View chart
Apple (AAPL)	1.5	$45M	+18%	230k	193.97	View chart
Exchange Listed Fds Tr Cabana Target 16 (TDSE)	1.5	$44M	-37%	2.0M	22.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$44M	+49%	98k	443.28	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$43M		241k	178.27	View chart
Exchange Listed Fds Tr Cabana Aggressiv (CLSA)	1.4	$41M	-73%	2.2M	18.96	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$34M	-6%	692k	48.94	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.1	$32M	+18%	2.5M	12.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$32M	-29%	389k	81.08	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$29M	+26%	306k	93.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.9	$28M	+46%	211k	132.73	View chart
Two Rds Shared Tr Anfield Diversif (DALT)	0.9	$27M	+24%	3.2M	8.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$27M	+18%	362k	74.33	View chart
Exchange Listed Fds Tr Cabana Conservat (CLSC)	0.8	$26M	+236%	1.3M	19.63	View chart
Microsoft Corporation (MSFT)	0.8	$25M	+29%	74k	340.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$23M	+35%	214k	108.87	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.7	$22M	+74%	297k	74.17	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$22M	+5%	439k	49.29	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$21M		69k	308.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$18M	-57%	189k	97.46	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.6	$17M	+30%	2.0M	8.46	View chart
Amazon (AMZN)	0.5	$16M	+39%	124k	130.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$16M	+28%	40k	407.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$16M	+116%	693k	22.90	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$15M	+64%	85k	169.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$14M	+2010%	147k	97.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$14M	-36%	97k	144.25	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$14M	+16%	299k	45.89	View chart
Tesla Motors (TSLA)	0.4	$14M	+16%	52k	261.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$13M	+12%	36k	369.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$13M	+18%	353k	36.39	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$13M	+1396%	193k	65.08	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.4	$12M	+22%	214k	55.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$12M		246k	47.87	View chart
NVIDIA Corporation (NVDA)	0.4	$12M	+33%	27k	423.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$11M	+171%	94k	119.70	View chart
Chevron Corporation (CVX)	0.4	$11M	+13%	71k	157.35	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.4	$11M		236k	45.98	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$11M	-19%	179k	59.41	View chart
Exxon Mobil Corporation (XOM)	0.4	$11M	+22%	99k	107.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$10M	+3%	37k	282.96	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.3	$10M	NEW	393k	25.84	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.3	$10M	+43%	94k	107.32	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$10M	+49%	734k	13.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$9.9M	+11%	68k	145.44	View chart
Exchange Listed Fds Tr Cabana Target 5 (TDSA)	0.3	$9.8M	-24%	471k	20.86	View chart
UnitedHealth (UNH)	0.3	$9.6M	+16%	20k	480.64	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$9.1M	+18%	143k	63.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$9.0M	+11%	124k	72.62	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$8.9M	+5%	164k	54.44	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$8.9M	+11%	80k	110.77	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$8.8M	-7%	144k	61.01	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$8.7M	-2%	209k	41.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$8.7M	+7%	151k	57.40	View chart
Meta Platforms Cl A (META)	0.3	$8.3M	+35%	29k	286.98	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$7.9M	+8%	897k	8.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$7.7M	+21%	143k	53.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.6M	-5%	147k	51.53	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$7.2M	+24%	346k	20.89	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$7.1M	+43%	512k	13.88	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$6.7M	-4%	126k	53.62	View chart
Visa Com Cl A (V)	0.2	$6.7M	+72%	28k	237.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.7M	+18%	88k	75.66	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$6.4M	+4%	111k	57.60	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$6.2M	+244%	326k	19.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$6.2M	+23%	82k	75.08	View chart
Procter & Gamble Company (PG)	0.2	$6.2M	+7%	41k	151.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.2M	+2%	78k	79.03	View chart
Churchill Downs (CHDN)	0.2	$6.2M	+100%	44k	139.17	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$6.1M	-46%	147k	41.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$6.0M	-45%	70k	86.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$5.9M	-61%	118k	50.14	View chart
Pfizer (PFE)	0.2	$5.6M	+34%	154k	36.68	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.5M	+128%	14k	393.29	View chart
Verizon Communications (VZ)	0.2	$5.5M	+19%	147k	37.19	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$5.3M	+6%	112k	47.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$5.2M	-3%	24k	220.28	View chart
Vanguard Wellington Us Quality (VFQY)	0.2	$5.1M	+76%	45k	114.06	View chart
United Parcel Service CL B (UPS)	0.2	$5.1M	+4%	28k	179.25	View chart
Citigroup Com New (C)	0.2	$5.0M	+40%	108k	46.04	View chart
Johnson & Johnson (JNJ)	0.2	$4.8M	+5%	29k	165.52	View chart
Morgan Stanley Com New (MS)	0.2	$4.7M	+24%	55k	85.40	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$4.6M	+226%	88k	52.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.6M	-19%	13k	341.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.6M	+18%	43k	106.07	View chart
Merck & Co (MRK)	0.2	$4.6M	+6%	40k	115.39	View chart
Abbvie (ABBV)	0.2	$4.5M	-5%	34k	134.73	View chart
Williams Companies (WMB)	0.1	$4.5M	+4%	137k	32.63	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$4.4M	+16%	76k	58.15	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.3M	+2%	107k	40.09	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$4.2M	NEW	98k	43.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.2M	+17%	45k	92.97	View chart
Southern Company (SO)	0.1	$4.2M	+2%	60k	70.25	View chart
Boeing Company (BA)	0.1	$4.2M	+72%	20k	211.16	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.2M	+77%	26k	158.56	View chart
Iqvia Holdings (IQV)	0.1	$4.1M	+62%	18k	224.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$4.0M	+39%	53k	75.19	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$4.0M	+55%	88k	45.63	View chart
Altria (MO)	0.1	$4.0M	+453%	88k	45.30	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$4.0M	+6%	35k	112.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.0M	NEW	57k	69.21	View chart
Valero Energy Corporation (VLO)	0.1	$3.9M	+4%	34k	117.30	View chart
Unilever Spon Adr New (UL)	0.1	$3.9M	-2%	75k	52.13	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt	0.1	$3.9M	NEW	128k	30.12	View chart
Home Depot (HD)	0.1	$3.8M	+15%	12k	310.65	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.8M	+20%	8.4k	460.38	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$3.8M	+1184%	87k	44.17	View chart
Microstrategy Cl A New (MSTR)	0.1	$3.8M	-4%	11k	342.42	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$3.8M	+27%	38k	99.78	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$3.8M	+13%	82k	45.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.7M	-17%	31k	120.97	View chart
International Business Machines (IBM)	0.1	$3.7M	+4%	28k	133.81	View chart
AmerisourceBergen (ABC)	0.1	$3.7M	+19%	19k	192.43	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.7M	+41%	5.1k	724.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.6M	+190%	159k	22.77	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$3.6M	-3%	38k	93.79	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.5M	+12%	91k	39.08	View chart
Sempra Energy (SRE)	0.1	$3.5M	+12%	24k	145.59	View chart
Public Service Enterprise (PEG)	0.1	$3.5M	+10%	55k	62.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.4M	+19%	78k	43.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.4M	+9%	74k	46.18	View chart
Eli Lilly & Co. (LLY)	0.1	$3.3M	+53%	7.1k	468.99	View chart
Cisco Systems (CSCO)	0.1	$3.3M	+10%	64k	51.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.3M	+38%	34k	97.96	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.3M	+47%	58k	56.68	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$3.3M	+16%	98k	33.20	View chart
Amgen (AMGN)	0.1	$3.2M	-12%	14k	222.03	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.2M	+29%	124k	25.37	View chart
Anthem (ELV)	0.1	$3.1M	+76%	7.0k	444.27	View chart
Fidelity National Information Services (FIS)	0.1	$3.1M	+37%	57k	54.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.1M	+7%	17k	180.02	View chart
Enbridge (ENB)	0.1	$3.1M	+9%	83k	37.15	View chart
Palo Alto Networks (PANW)	0.1	$3.1M	+73%	12k	255.51	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.1M	+50%	6.3k	488.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.1M	+10%	22k	142.10	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$3.0M	+4%	75k	40.70	View chart
Bristol Myers Squibb (BMY)	0.1	$3.0M	-9%	47k	63.95	View chart
Walt Disney Company (DIS)	0.1	$3.0M	+63%	33k	89.28	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$2.9M	+61%	44k	67.44	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S	0.1	$2.9M	NEW	93k	31.24	View chart
Main Street Capital Corporation (MAIN)	0.1	$2.9M	+1239%	71k	40.03	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.9M	+14%	60k	47.67	View chart
Netflix (NFLX)	0.1	$2.8M	+63%	6.4k	440.49	View chart
Ares Capital Corporation (ARCC)	0.1	$2.7M	+24%	145k	18.79	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.6M	-41%	77k	34.01	View chart
PCM Fund (PCM)	0.1	$2.6M	NEW	267k	9.63	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$2.6M	-12%	119k	21.54	View chart
Gilead Sciences (GILD)	0.1	$2.6M	+7%	33k	77.07	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$2.5M	NEW	207k	12.33	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.5M	NEW	63k	40.17	View chart
Apollo Tactical Income Fd In (AIF)	0.1	$2.5M	NEW	201k	12.69	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.5M	+35%	28k	92.03	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.5M	+35%	56k	45.30	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$2.5M	NEW	128k	19.64	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.5M	+12%	23k	106.90	View chart
salesforce (CRM)	0.1	$2.5M	+92%	12k	211.26	View chart
Crown Castle Intl (CCI)	0.1	$2.5M	-8%	22k	113.94	View chart
Philip Morris International (PM)	0.1	$2.5M	-10%	25k	97.62	View chart
Pgim Short Duration High Yie (ISD)	0.1	$2.5M	NEW	197k	12.42	View chart
Pioneer High Income Trust (PHT)	0.1	$2.4M	NEW	363k	6.72	View chart
Coca-Cola Company (KO)	0.1	$2.4M	+2%	40k	60.22	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$2.4M	NEW	168k	14.37	View chart
McDonald's Corporation (MCD)	0.1	$2.4M	+30%	8.1k	298.39	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$2.4M	NEW	92k	25.98	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.4M	+580%	32k	74.92	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$2.4M	NEW	117k	20.16	View chart
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)	0.1	$2.3M	+114%	106k	21.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.2M	-4%	50k	44.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.2M	-71%	27k	81.17	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$2.2M	+3%	42k	51.34	View chart
International Flavors & Fragrances (IFF)	0.1	$2.2M	NEW	27k	79.59	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$2.2M	-5%	64k	34.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.2M	+56%	7.9k	275.17	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$2.2M	NEW	42k	51.41	View chart
Pepsi (PEP)	0.1	$2.1M	+8%	12k	185.21	View chart
Advanced Micro Devices (AMD)	0.1	$2.1M	+32%	19k	113.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.1M	NEW	14k	151.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.1M	NEW	14k	148.83	View chart
Oracle Corporation (ORCL)	0.1	$2.1M	-37%	17k	119.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.0M	+3%	82k	24.63	View chart
Collaborative Investmnt Ser Mohr Growth Etf (MOHR)	0.1	$2.0M	+87%	100k	19.80	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M	+12%	12k	157.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.9M	NEW	12k	165.39	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$1.9M	+23%	7.9k	244.81	View chart
McKesson Corporation (MCK)	0.1	$1.9M	+55%	4.5k	427.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.9M	+663%	7.3k	261.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.9M	-32%	12k	162.42	View chart
Vanguard World Fds Industrial Etf (VIS)	0.1	$1.8M	+56%	8.9k	205.54	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.8M	+94%	17k	108.14	View chart
Linde SHS (LIN)	0.1	$1.8M	+190%	4.8k	381.06	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$1.8M	+50%	13k	142.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+237%	8.2k	220.17	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$1.8M	+74%	22k	81.24	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	+54%	62k	28.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.8M	+6%	18k	100.92	View chart
Booking Holdings (BKNG)	0.1	$1.7M	-20%	648.00	2700.33	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	-22%	42k	41.55	View chart
Vanguard World Fds Materials Etf (VAW)	0.1	$1.7M	+58%	9.5k	181.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.7M	NEW	16k	106.73	View chart
Broadcom (AVGO)	0.1	$1.7M	+8%	2.0k	867.48	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$1.7M	-57%	24k	69.95	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$1.7M	-15%	21k	79.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.6M	+17%	23k	72.69	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$1.6M		84k	19.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.6M	-14%	15k	102.94	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	-11%	36k	42.68	View chart
ConocoPhillips (COP)	0.1	$1.5M	+21%	15k	103.61	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	0.0	$1.5M	NEW	66k	22.25	View chart
CVS Caremark Corporation (CVS)	0.0	$1.4M	+83%	21k	69.13	View chart
At&t (T)	0.0	$1.4M	+10%	88k	15.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.4M	+24%	14k	100.91	View chart
Qualcomm (QCOM)	0.0	$1.4M	+39%	12k	119.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.4M	+27%	29k	47.42	View chart
Direxion Shs Etf Tr Direxion Hcm	0.0	$1.3M	NEW	52k	25.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.3M	-84%	13k	99.65	View chart
CarMax (KMX)	0.0	$1.3M	-19%	16k	83.70	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S	0.0	$1.3M	NEW	63k	20.81	View chart
Collaborative Investmnt Ser Adaptive Core (RULE)	0.0	$1.3M	+99%	66k	19.92	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.3M	+118%	28k	45.99	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$1.3M	+26%	23k	57.56	View chart
Costco Wholesale Corporation (COST)	0.0	$1.3M	+21%	2.4k	538.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.3M	+18%	8.7k	146.87	View chart
Air Products & Chemicals (APD)	0.0	$1.3M	-13%	4.3k	299.54	View chart
American Express Company (AXP)	0.0	$1.3M	+79%	7.3k	174.21	View chart
Caterpillar (CAT)	0.0	$1.3M	+9%	5.2k	246.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$1.3M	+113%	11k	115.26	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$1.3M	-58%	29k	43.20	View chart
Lowe's Companies (LOW)	0.0	$1.2M		5.5k	225.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$1.2M	+68%	40k	30.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.2M	+21%	16k	75.57	View chart
General Electric Com New (GE)	0.0	$1.2M	+51%	11k	109.85	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$1.2M		93k	12.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.2M	+51%	21k	56.08	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.2M	+150%	3.0k	390.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$1.2M	-73%	18k	65.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.2M	-16%	15k	75.07	View chart
Cleveland-cliffs (CLF)	0.0	$1.1M		68k	16.76	View chart
Medtronic SHS (MDT)	0.0	$1.1M	-17%	13k	88.10	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022
Foundations Investment Advisors 2022 Q2 filed July 8, 2022
Foundations Investment Advisors 2022 Q1 filed April 19, 2022
Foundations Investment Advisors 2021 Q4 filed Jan. 21, 2022
Foundations Investment Advisors 2021 Q3 filed Oct. 13, 2021
Foundations Investment Advisors 2021 Q2 filed July 14, 2021
Foundations Investment Advisors 2021 Q1 filed April 9, 2021
Foundations Investment Advisors 2020 Q4 filed Jan. 13, 2021
Foundations Investment Advisors 2020 Q3 filed Oct. 7, 2020
Foundations Investment Advisors 2020 Q2 filed July 8, 2020
Foundations Investment Advisors 2020 Q1 filed April 6, 2020
Foundations Investment Advisors 2019 Q4 filed Jan. 9, 2020
Foundations Investment Advisors 2019 Q3 filed Oct. 7, 2019

View all past filings

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